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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,607 | $108,897+38.3% | $100,378+50.0% | $145,877+3.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.94% | 58.17%-44.2pp | 49.41%-35.5pp | 551.28%-537.3pp |
| Employer contribution / active EE | $2,788 | $4,420-36.9% | $3,942-29.3% | $4,663-40.2% |
| Participant deferral / active EE | $3,940 | $8,455-53.4% | $8,087-51.3% | $6,691-41.1% |
| Admin fee / account holder | $0 | $9,690-100.0% | $7,899-100.0% | $13,402-100.0% |